THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202502469349100425
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T13:20:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911357603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUGH AND JANE FERGUSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUGH | BusinessNameControlTxt |
| Phone | 2067813472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N 101ST STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN LEE FERGUSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2067813472 | PhoneNum |
| Signature | 2025-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMINA O CRESSWELL CPA | PreparerPersonNm |
| PTIN | P01217304 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2025-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,291,798 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $440,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,385,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $440,576 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $472,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472,809 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,255 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,492 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $504 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $504 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,661 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,031,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,141,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,077,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$668,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $413,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,455 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,229,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,564,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,273,343 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,251,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,583,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,291,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,251,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,583,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,251,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,251,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,583,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,251,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$668,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,583,259 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,385,422 | GrossSalesPriceAmt |
| Cost Or Other Basis | $944,846 | CostOrOtherBasisAmt |
| Gain Or Loss | $440,576 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $440,576 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $440,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,255 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,255 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,507 | OverpaymentAmt |
| Applied To ES Tax | $10,507 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HUGHANDJANEFERGUSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HEIDI HART | IndividualWithBooksNm |
| Phone | 2063344278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N 101ST STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN LEE FERGUSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 EVERGREEN POINT ROAD | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,508,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,640,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,640,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,556,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,748 | TotalTaxAmt |
| Distributable Before Adj | $272,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,077,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,077,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $796,173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $599,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $539,096 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $826,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $698,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,459,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,077,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $805,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,264,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $796,173 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,468,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $599,230 | ExcessFromYear4Amt |
| Excess From Year3 | $539,096 | ExcessFromYear3Amt |
| Excess From Year2 | $826,425 | ExcessFromYear2Amt |
| Excess From Year1 | $698,669 | ExcessFromYear1Amt |
| Excess From Current Year | $805,157 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLEN LEE FERGUSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELLEN LEE FERGUSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 41ST AVE EAST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2067999589 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT (206)633-0827 OR (OGLEFOUNDS@AOL.COM) FOR APPLICATION FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, AUGUST 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALASKA WILDERNESS LEAGUE | ||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | PC | ENVIRONMENTAL PROTECTION | $25,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | CULTURAL INSTITUTIONS & PROJECTS | $25,000 |
| ARTSFUND | ||||||
| 10 HARRISON ST SUITE 200 | SEATTLE | WA | 98109 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| ASSOCIATION OF FUNDRAISING | ||||||
| 1800 JAMES STREET SUITE 103 | BELLINGHAM | WA | 98225 | PC | CULTURAL INSTITUTIONS & PROJECTS | $5,000 |
| BIRDS CONNECT SEATTLE | ||||||
| 8050 35TH AVE NE | SEATTLE | WA | 98115 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| BLACKPAST ORG | ||||||
| 4616 25TH AVE NE PMB 222 | SEATTLE | WA | 98105 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| BRAIDED RIVER | ||||||
| 1001 SW KLICKITAT WAY STE 201 | SEATTLE | WA | 98134 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| BURKE MUSEUM | ||||||
| U OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | PC | ENVIRONMENTAL PROTECTION | $90,000 |
| CASCADE FOREST CONSERVANCY | ||||||
| 500 WEST 8TH STREET 270 | VANCOUVER | WA | 98669 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| CHIEF SEATTLE CLUB | ||||||
| 410 SECOND AVE EXTENSION SOUTH | SEATTLE | WA | 98104 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $10,000 |
| CITY FRUIT | ||||||
| 4000 AURORA AVE N SUITE 123 | SEATTLE | WA | 98195 | PC | ENVIRONMENTAL PROTECTION | $7,500 |
| COLUMBIA LAND TRUST | ||||||
| 850 OFFICERS ROW | VANCOUVER | WA | 98661 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| COLUMBIA RIVERKEEPER | ||||||
| PO BOX 950 | HOOD RIVER | OR | 97031 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| COMMUNITY LAND CONSERVANCY | ||||||
| PO BOX 3541 | SEATTLE | WA | 981243541 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| CONSERVATION NW | ||||||
| 1829 10TH AVE W STE B | SEATTLE | WA | 98119 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| COOK INLETKEEPER | ||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| DOCUMENTARIES SEATTLE | ||||||
| 22402 PETER GRUBB RD SE | RENTON | WA | 98058 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $10,000 |
| DUWAMISH RIVER COMMUNITY COALITION (DRCC) | ||||||
| 7400 3RD AVE S | SEATTLE | WA | 98108 | PC | ENVIRONMENTAL PROTECTION | $15,000 |
| EARTHCORPS | ||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| EASTERN WASHINGTON UNIVERSITY FOUNDATION | ||||||
| 102 HARGREAVES HALL | CHENEY | WA | 99004 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| FIRST NATIONS VETERINARY | ||||||
| 4301 NE LAURELHURST PLACE | PORTLAND | OR | 97213 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| FRIENDS OF DISCOVERY PARK | ||||||
| PO BOX 99662 | SEATTLE | WA | 98139 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $10,000 |
| HANFORD CHALLENGE | ||||||
| PO BOX 28989 | SEATTLE | WA | 98118 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| HIGH DESERT MUSEUM | ||||||
| 59800 S HWY 97 | BEND | OR | 97702 | PC | CULTURAL INSTITUTIONS & PROJECTS | $7,500 |
| HIGHLINE HERITAGE MUSEUM | ||||||
| 819 SW 152ND ST | BURIEN | WA | 98166 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| HISTORY LINK | ||||||
| 93 PIKE STREET SUITE 315B | SEATTLE | WA | 98101 | PC | CULTURAL INSTITUTIONS & PROJECTS | $7,500 |
| HOMER SOCIETY OF NATURAL HISTORY DBA PRATT MUSEUM | ||||||
| 3779 BARTLETT STREET | HOMER | AK | 99603 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $20,000 |
| HUMANITIES WASHINGTON | ||||||
| 130 NICKERSON STREET | SEATTLE | WA | 98109 | PC | CULTURAL INSTITUTIONS & PROJECTS | $30,000 |
| INLAND NORTHWEST LAND CONSERVANCY | ||||||
| 35 W MAIN AVE STE 210 | SPOKANE | WA | 99201 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| JEFFERSON COUNTY COMMUNITY FOUNDATION | ||||||
| PO BOX 1394 | PORT HADLOCK | WA | 98339 | PC | CULTURAL INSTITUTIONS & PROJECTS | $25,000 |
| JEFFERSON COUNTY HISTORICAL SOCIETY | ||||||
| 540 WATER STREET | PORT TOWNSEND | WA | 98368 | PC | CULTURAL INSTITUTIONS & PROJECTS | $20,000 |
| KOAHNIC BROADCAST CORP | ||||||
| 8420 E 10TH AVE SUITE 480 | ANCHORAGE | AK | 99504 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| LONG LIVE THE KINGS | ||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 981012628 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| MAKAH CULTURAL AND RESEARCH CENTER | ||||||
| PO BOX 160 | NEAH BAY | WA | 98357 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $25,000 |
| MOHAI | ||||||
| 860 TERRY AVE N | SEATTLE | WA | 98109 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| MUSEUM OF HISTORY AND INDUSTRY | ||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $10,000 |
| NATIONAL FEDERATION FOR THE BLIND | ||||||
| PO BOX 2516 | SEATTLE | WA | 98111 | PC | REPRESENTING AND ADVOCATING FOR THE EQUAL TREATMENT OF BLIND PEOPLE | $300 |
| NATUREBRIDGE | ||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| NOOKSACK SALMON ENHANCEMENT ASSOCIATION | ||||||
| 3057 E BAKERVIEW RD | BELLINGHAM | WA | 98226 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| NORTH CASCADES INSTITUTE | ||||||
| 810 STATE ROUTE 20 | SEDROWOOLLEY | WA | 98284 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| NORTHWEST AFRICAN AMERICAN MUSEUM | ||||||
| 2300 S MASSACHUSETTS | SEATTLE | WA | 98144 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $10,000 |
| NORTHWEST FILM FORUM | ||||||
| 1515 12TH AVE | SEATTLE | WA | 98133 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $12,000 |
| NORTHWEST INDIAN COLLEGE | ||||||
| 2522 KWINA RD | BELLINGHAM | WA | 98226 | PC | PROMOTE INDIGENOUS SELF-DETERMINATION AND KNOWLEDGE | $500 |
| NORTHWEST MARITIME CENTER | ||||||
| 431 WATER STREET | PORT TOWNSEND | WA | 98368 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| NORTHWEST STRAITS FOUNDATION | ||||||
| 115 N STATE STREET SUITE 400 | BELLINGHAM | WA | 98225 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| OKANOGAN LAND TRUST | ||||||
| PO BOX 325 | OKANOGAN | WA | 98840 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| OREGON NATURAL DESERT ASSOCIATION | ||||||
| 50 SW BOND SUITE 4 | BEND | OR | 97702 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| PACIFIC SCIENCE CENTER | ||||||
| 200 2ND AVE N | SEATTLE | WA | 98109 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| PAWS | ||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | PC | PEOPLE HELPING CATS, DOGS, AND WILD ANIMALS GO HOME AND THRIVE | $11,000 |
| PLANNED PARENTHOOD GREAT NW | ||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | PC | ENSURE ALL PEOPLE HAVE ACCESS TO THE CARE AND RESOURCES TO MAKE INFORMED DECISIONS ABOUT THEIR BODIES | $1,000 |
| PORT TOWNSEND MARINE SCIENCE CENTER | ||||||
| 532 BATTERY WAY | PORT TOWNSEND | WA | 98368 | PC | ENVIRONMENTAL PROTECTION AND EDUCATIONAL | $20,000 |
| POTLATCH FUND | ||||||
| 815 FIRST AVE PMB 308 | SEATTLE | WA | 98104 | PC | CULTURAL INSTITUTIONS & PROJECTS | $50,000 |
| PUGET SOUNDKEEPER ALLIANCE | ||||||
| 130 NICKERSON STREET STE 107 | SEATTLE | WA | 98109 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| PURRFECT PALS | ||||||
| 230 MCRAE RD NE | ARLINGTON | WA | 98223 | PC | CAT ADOPTION AND REHABILITATION | $1,000 |
| RESEARCH AND DEVELOPMENT SERVICES OF AMERICA (RDSA) | ||||||
| PO BOX 596 | NEAH BAY | WA | 98357 | PF | CULTURAL INSTITUTIONS AND PROJECTS | $5,000 |
| RESOURCES FOR SUSTAINABLE COMMUNITIES (RESOURCES) | ||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| SAVE OUR WILD SALMON | ||||||
| 811 FIRST AVE SUITE 305 | SEATTLE | WA | 98104 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| SEATTLE AQUARIUM | ||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | PC | DEVELOPMENT OF HANDS-ON MARINE EXPERIENCES AND CONSERVATION EDUCATION | $10,000 |
| SEATTLE HUMANE | ||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | PC | PROVIDING LIFE-SAVING SERVICES FOR PETS IN NEED | $1,500 |
| SEATTLE PARKS FOUNDATION | ||||||
| 1501 E MADISON STREET SUITE 510 | SEATTLE | WA | 98122 | PC | ENVIRONMENTAL PROTECTION | $25,000 |
| SEATTLE PUBLIC LIBRARY | ||||||
| 1000 4TH AVENUE | SEATTLE | WA | 98104 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| SEWARD PARK AUDUBON CENTER | ||||||
| 5902 LAKE WASHINGTON BLVD S | SEATTLE | WA | 98118 | PC | PROTECTING BIRDS AND THEIR HABITAT | $1,000 |
| SKAGIT LAND TRUST | ||||||
| 1020 S 3RD | MOUNT VERNON | WA | 98273 | PC | ENVIRONMENTAL PROTECTION | $3,000 |
| SOLID GROUND WASHINGTON | ||||||
| 1501 N 45TH ST | SEATTLE | WA | 981036708 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| SOUTHEAST ALASKA CONSERVATION COUNCIL | ||||||
| 2207 JORDAN AVE | JUNEAU | AK | 99801 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| SOUTHWEST SEATTLE HISTORICAL SOCIETY | ||||||
| 3003 61ST AVE SW | SEATTLE | WA | 98116 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| SR3 | ||||||
| 2003 S 216TH ST 98811 | DES MOINES | WA | 98198 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| TASVEER | ||||||
| 1826 247 PL NE | REDMOND | WA | 98074 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| THE JAPANESE AMERICAN MUSEUM OF OREGON | ||||||
| 411 NW FLANDER ST STE 100 | PORTLAND | OR | 97209 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $7,000 |
| TOWN HALL SEATTLE | ||||||
| 720 SENECA ST STE A | SEATTLE | WA | 98101 | PC | CULTURAL INSTITUTIONS & PROJECTS | $10,000 |
| UNION GOSPEL MISSION | ||||||
| PO BOX 202 | SEATTLE | WA | 98111 | PC | ASSISTING PEOPLE WHO ARE UNHOUSED AND/OR IN POVERTY | $500 |
| UW BIOLOGY | ||||||
| 24 KINCAID HALL | SEATTLE | WA | 98105 | PC | ENVIRONMENTAL PROTECTION AND EDUCATIONAL | $5,000 |
| UW PRESS | ||||||
| BOX 359570 | SEATTLE | WA | 98195 | PC | CULTURAL INSTITUTIONS AND PROJECTS | $10,000 |
| WASHINGTON ASSOCIATION OF LAND TRUSTS | ||||||
| PO BOX 2001 | SEATTLE | WA | 98111 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| WASHINGTON CONSERVATION ACTION EDUCATION FUND | ||||||
| 1402 3RD AVE 1400 | SEATTLE | WA | 98101 | PC | ENVIRONMENTAL PROTECTION | $15,000 |
| WASHINGTON'S NATIONAL PARK FUND | ||||||
| 1904 THIRD AVE 400 | SEATTLE | WA | 98101 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| WILD MONTANA | ||||||
| 80 S WARREN ST | HELENA | MT | 59801 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| WILD SALMON CENTER | ||||||
| 721 NW NINTH AVE SUITE 300 | PORTLAND | OR | 97209 | PC | ENVIRONMENTAL PROTECTION | $10,000 |
| WING LUKE ASIAN MUSEUM | ||||||
| PO BOX 3025 | SEATTLE | WA | 98114 | PC | CULTURAL INSTITUTIONS & PROJECTS | $40,000 |
| WOODLAND PARK ZOO | ||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | SAVING WILDLIFE, CONSERVING HABITAT, AND KEEPING GARBAGE OUT OF LANDFILLS THROUGH COMPOSTING | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,031,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,424 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $440,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $472,809 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472,809 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,510 | Amt |
| Net Investment Income | $3,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,255 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $293,700 | $592,353 |
| APPLE INC | $232,189 | $751,260 |
| MICROSOFT CORP | $431,766 | $3,034,800 |
| ALPHABET INC CL C | $187,872 | $268,520 |
| ORACLE CORP | $222,703 | $333,280 |
| PALO ALTO NETWORKS INC | $109,264 | $181,960 |
| ADOBE INC | $87,310 | $111,170 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIPS | $9,000 | $0 | $9,000 |
| POSTAGE | $282 | $0 | $282 |
| OFFICE EXPENSE | $1,506 | $0 | $1,506 |
| WEBSITE DEVELOPMENT | $1,640 | $0 | $1,640 |
| QUICKBOOKS/ INTUIT | $233 | $0 | $233 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEE | $56,012 | $56,012 | $0 |
| MANAGEMENT FEE | $25,108 | $0 | $25,108 |
| GRANT MANAGEMENT FEE | $9,384 | $0 | $9,384 |
Comments